viva billing software user manualvivaerp.com/documentation/billingsoftwareusermannual.pdf · 4.2...

VIVA Billing Software

User Manual

How to use Viva Billing Software

01. Software Installation

02. Software Login

03. Company Registration

04. Item

4.1 Item Add

4.2 Item View

4.3 Item Upload

05. Manufacturer List

06. Tax Master

07. Reference List

08. Ledgers

8.1 Ledger Add

8.2 Ledger View

09. Purchase

9.1 Purchase Add

9.2 Purchase View

9.3 Purchase Order

9.4 Purchase Order View

10. Current Stock

11. Estimate

12. Sales

12.1 Retail Invoice

12.2 Sale Invoice

12.3 Tax Invoice

12.4 Challan

13. Voucher Receipt

13.1 Receipt Add

13.2 Receipt View

14. Voucher Payment

14.1 Payment Add

14.2 Payment View

15. Return

15.1 Purchase Return

15.2 Sale Return

16. Report

16.1 Retail Report

16.2 Sale Report

16.3 Tax Report

16.4 Challan Report

16.5 Estimate Report

16.6 Purchase Report

16.7 Purchase Return Report

16.8 Sale Return Report

16.9 Ledger Report

16.10 Product Report

16.11 Annexure-A

16.12 Annexure-B

16.13 Expire Between 60 Days

16.14 Profit

16.15 Summary

16.16 Debit Credit Report

17. Setting

17.1 Change Password

17.2 Choose Template

17.3 Stock

17.4 Data Backup

17.5 Invoice Setting

17.6 SMS Setting

17.7 Email Setting

18. Exit

1. Software Installation

1.1 Install .Net Framework Minimum Version 4.0

1.2 Install SQLSysClrTypes.msi

1.3 Install Report Viewer Minimum Version 11

1.4 VIVA Billing Software Copy and Paste in D Drive of your System

1.5 Open VIVA Billing Software Folder and Right Click on

BillingSoftware.exe and Send to Desktop Shortcut

1.6 Right Click on Desktop BillingSoftware.exe Icon and Open OR Double

Click on Desktop BillingSoftware.exe Icon

2. Software Login

2.1 Firstly Select Financial Year and Pressing Enter Button

2.2 After That Show Login Window and Enter User ID, Password

Pressing Enter Button.

2.3 User ID: Admin Password: 123

3. Company Registration

Click on Company Registration and fill your Company Detail then Pressing

Ctrl + S for Save.

4. Item

4.1 Item Add

Click on Master -> Item -> Add

After showing Item Add window fill Item Detail and Pressing

Ctrl + S for Save.

4.2 Item View

Click on Master -> Item -> View

After Showing Item View Window you can Edit or Modify Item

by Select Item and Pressing Ctrl + E then show the Item

Detail for Edit and Update.

4.3 Item Upload

Click on Master -> Item -> Item Upload

After Click on Item Upload you can see the Window for Select

Excel file of Items on Required Format after that you need to

wait for uploading the items.

5. Manufacturer List

For Create Manufacturer list click on Master -> Manufacturer List

Pressing Ctrl + N for Creating New Manufacturer. Enter Manufacturer

Name then Pressing Ctrl + S for Save.

For Delete Manufacturer Select Manufacturer Name and Pressing

Delete Button

For Edit Manufacturer Select Manufacturer Name Pressing Ctrl + E and

Change Name then Pressing Ctrl + S

6. Tax Master

For Creating Tax Master click on Master -> Tax Master

Select Tax Name, Enter Tax % then Pressing Ctrl + S for Save

For Delete Tax Select Tax Name and Pressing Delete Button

For Edit Tax Select Tax Name Pressing Ctrl + E and Change Tax %

then click on Update Button

7. Reference List

For Creating Reference click on Master -> Reference List

Pressing Ctrl + N for Creating New Reference. Enter Reference Name

then Pressing Ctrl + S for Save.

For Delete Reference Select Reference Name and Pressing Delete

Button

For Edit Reference Select Reference Name Pressing Ctrl + E and

Change Name then Pressing Ctrl + S

8. Ledgers

8.1 Ledger Add

Ledgers add for the purchase and sale click on Ledger ->

Add. Then fill the Ledger Detail and pressing Ctrl + S for

Save.

8.2 Ledger View

Click on Ledger View to see the Ledger View Window. If you

want to Edit or Modify Ledgers then select the record and

Pressing Ctrl + E. After that you can see the Ledger Detail

for Edit and Update.

9. Purchase

9.1 Purchase Add

For Purchase Items or Products click on Purchase Add then

Press F1 button to Selected the Company that you wish to

purchase items, then fill the detail Invoice No, Invoice Date

and Select the Bill Mode By Cash or Credit.

After that Select Item by pressing F1 button and then fill

the detail Batch No, Expiry Date and Quantity then Click on

Add Button.

If you want to delete added items then you can select the

item and pressing Delete Button.

If you want to edit items then you can select the item and

pressing Ctrl + E and change the detail on upon giving and click

on Update Button.

If you want to give discounts or change price and tax detail

then Pressing F1 on Batch No, Expiry or Quantity Textbox

then shows Item Calculation Detail.

9.2 Purchase View

Click on Purchase View to see the Purchase View Window. If

you want to Edit or Modify Purchase then select the record

and Pressing Ctrl + E. After that you can see the Purchase

Detail for Edit and Update.

10. Current Stock

For Current Stock click on Stock -> Current Stock.

If you want to add new item on current stock then pressing Ctrl + N.

If you want to see stock according to Batch wise then Pressing Enter

button on that Item.

11. Estimate

For Creating Estimate Invoice click on Estimate.

After showing Estimate Invoice firstly you need to select Customer

by Pressing F1 button or you can Enter Customer Name.

If your want to add any Reference then Pressing F1 on Reference

and Select Reference.

Pressing Enter button for Select Item and choose the item that you

want to add.

After Select Item you need to enter the quantity and if you want to

give any free items then you can enter free.

If you want to change the batch detail of Item then you can press

Ctrl + B and choose the Item according to batch wise.

If you want to change the Sale Unit then pressing Ctrl + U and

choose the Sale Unit 1 or Unit 2 then pressing Enter.

If you want to delete the added item then select item and pressing

Delete Button.

If you have discount on item wise then you can give the discount

according to item.

If you have single Tax Software then you can press end key for

given discount or VAT and SAT detail.

After the completion of Item added you can press end button for

given Cartage.

If you want to given or change other detail like Order No, Form No,

Transport Detail, Payment Detail, Note, etc. Then you can press

F10 and change the detail.

If you want to edit on Last Invoice then pressing F8 and double click

on invoice list showing on the side.

For Save you can pressing Ctrl + S

12. Sales

12.1 Retail Invoice

For Creating Retail Invoice click on Sales -> Retail Invoice

After showing Retail Invoice firstly you need to select Customer by

Pressing F1 button or you can Enter Customer Name.




want to add.








Delete Button.


according to item.




given Cartage.







12.2 Sale Invoice

For Creating Sale Invoice click on Sales -> Sale Invoice

After showing Sale Invoice firstly you need to select Customer by





want to add.








Delete Button.


according to item.




given Cartage.






For Save you can pressing Ctrl + S.

12.3 Tax Invoice

For Creating Tax Invoice click on Sales -> Tax Invoice

After showing Tax Invoice firstly you need to select Customer by





want to add.








Delete Button.


according to item.




given Cartage.






For Save you can pressing Ctrl + S.

12.4 Challan Invoice

For Creating Challan click on Sales -> Challan Invoice

After showing Challan Invoice firstly you need to select Customer by





want to add.








Delete Button.


according to item.




given Cartage.







13. Voucher Receipt

13.1 Voucher Receipt Add

For Payment Received from any Party you need to create Voucher

Receipt.

Firstly Select the ‘Account From’ from Ledger List by pressing F1

button and choose the account from you want to Received Payment.

Then select the ‘Account To’ from Ledger List by Pressing F1 button

and choose the account in which you are receiving this payment like

Cash, Bank.

After that enter Amount and Narration then Pressing Ctrl + S for

Save.

13.2 Receipt Voucher View

Click on Voucher Receipt View to see the Receipt View Window. If

you want to Edit or Modify Voucher Receipt then select the Record

and Pressing Ctrl + E. After then you can see the Receipt Detail for

Edit and Update.

If your want to delete Voucher Receipt then select the record and

pressing delete button.

14. Voucher Payment

14.1 Payment Voucher Add

For Payment to any Party you need to create Voucher Payment.

Firstly Select the ‘Account From’ from Ledger List by pressing F1

button and choose the account from which you want to Pay to party

like Cash, Bank.

Then select the ‘Account To’ from Ledger List by Pressing F1 button

and choose the account in which you want to pay.

After that enter Amount and Narration then Pressing Ctrl + S for

Save.

14.2 Payment Voucher View

Click on Voucher Payment View to see the Payment View Window. If

you want to Edit or Modify Voucher Payment then select the record

and Pressing Ctrl + E. After that you can see the Payment Detail

for Edit and Update.

If your want to delete Voucher Payment then select the record and

pressing delete button.

15. Return

15.1 Purchase Return

For Creating Purchase Return click on Return -> Purchase Return.

After showing Purchase Return firstly you need to select Customer

by Pressing F1 button or you can Enter Customer Name.




want to add.








Delete Button.


according to item.




given Cartage.







15.2 Sale Return

For Creating Sale Return click on Return -> Sale Return.

After showing Sale Return firstly you need to select Customer by





want to add.








Delete Button.


according to item.




given Cartage.







16. Report

16.1 Retail Report

For Retail Report click on Report -> Retail Report.

In Retail Report you can Search Record by Month and Year OR

Search Record by Date.

If you want to edit Retail Invoice then select the record and

press Ctrl + E.

If you want to print Retail Invoice then select the record and

press F12.

If you want to print Retail Report then press F10.

16.2 Sale Report

For Sale Report click on Report -> Sale Report.

In Sale Report you can Search Record by Month and Year OR


If you want to edit Sale Invoice then select the record and press

Ctrl + E.

If you want to print Sale Invoice then select the record and

press F12.

If you want to print Sale Report then press F10.

16.3 Tax Report

For Tax Report click on Report -> Tax Report.

In Tax Report you can Search Record by Month and Year OR


If you want to edit Tax Invoice then select the record and press

Ctrl + E.

If you want to print Tax Invoice then select the record and

press F12.

If you want to print Tax Report then press F10.

16.4 Challan Report

For Challan Report click on Report -> Challan Report.

In Challan Report you can Search Record by Month and Year OR


If you want to edit Challan Invoice then select the record and

press Ctrl + E.

If you want to print Challan Invoice then select the record and

press F12.

If you want to print Challan Report then press F10.

16.5 Estimate Report

For Estimate Report click on Report -> Estimate Report.

In Estimate Report you can Search Record by Month and Year

OR Search Record by Date.

If you want to edit Estimate Invoice then select the record and

press Ctrl + E.

If you want to print Estimate Invoice then select the record and

press F12.

If you want to print Estimate Report then press F10.

16.6 Purchase Report

For Purchase Report click on Report -> Purchase Report.

In Purchase Report you can Search Record by Month and Year


If you want to edit Purchase Invoice then select the record and

press Ctrl + E.

If you want to print Purchase Invoice then select the record and

press F12.

If you want to print Purchase Report then press F10.

16.7 Purchase Return Report

For Purchase Return Report click on Report -> Purchase Return

Report.

In Purchase Return Report you can Search Record by Month and

Year OR Search Record by Date.

If you want to edit Purchase Return Invoice then select the

record and press Ctrl + E.

If you want to print Purchase Return Invoice then select the

record and press F12.

If you want to print Purchase Return Report then press F10.

16.8 Sale Return Report

For Sale Return Report click on Report -> Sale Return Report.

In Sale Return Report you can Search Record by Month and Year


If you want to edit Sale Return Invoice then select the record

and press Ctrl + E.

If you want to print Sale Return Invoice then select the record

and press F12.

If you want to print Sale Return Report then press F10.

16.9 Ledger Report

For Ledger Report click on Report -> Ledger Report

In Ledger Report you can Search Record by Month and Year OR


Firstly select the Ledger by pressing F1 and choose the Ledger

from Ledgers List.

After select the ledger choose Month and Year OR enter date

between you want to find the record and then choose the

category which you want to find the record like All, Sale, Tax,

Purchase, etc. then pressing enter button.

16.10 Product Report

For Product Report click on Report -> Product Report

In Product Report you can Search Record by Month and Year OR


Firstly select the Product by pressing F1 and choose the Product

from Product List.

After select the product choose Month and Year OR enter date

between you want to find the record and then choose the

category which you want to find the record like All, Sale, Tax,

Purchase, etc. then pressing enter button.

16.11 Annexure-A

For Annexure-A click on Report -> Annexure-A

In Annexure-A Report you can Search Record by Date.

Firstly enter date between you want to find the record and then

choose the Tax % then choose the category like All, With TIN

No, Without TIN No. then pressing enter button.

16.12 Annexure-B

For Annexure-B click on Report -> Annexure-B

In Annexure-B Report you can Search Record by Date.

Firstly enter date between you want to find the record and then

choose the Tax % then choose the category like All, With TIN

No, Without TIN No. then pressing enter button.

16.13 Expire Between 60 Days

For Expire Between 60 Days click on Report -> Expire Between

60 Days.

16.14 Profit Report

For Profit Report click on Report -> Profit Report

Enter date between you want to find the record then choose the

category and pressing enter button.

16.15 Summary

For Summary click on Report -> Summary

In Summary Report you can Search Record by Month and Year


Choose Month and Year OR enter date between you want to find

the record and then choose the category which you want to find

the record like All, Sale, Tax, Purchase, etc. then pressing enter

button.

Summary given you result group by like Total Purchase, Total

Sale, Total Payment etc. If you want to see complete summary

details for particular category then select record and pressing

enter button.

If you want to print Summary then press F12.

If you want to print preview Summary then press F11.

16.16 Debit Credit Report

For Debit Credit Report click on Report -> DrCrReport

In Debit Credit Report you can see the ledgers record by balance

debit and credit.

viva billing software user manualvivaerp.com/documentation/billingsoftwareusermannual.pdf · 4.2...

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